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Financial Management
Envestnet, Oyster Consulting | April 21, 2021
Envestnet | MoneyGuide reported today a collaboration with Oyster Consulting to provide paraplanning services to mutual clients. The partnership aims to allow more financial advisors to initiate, scale, and deepen financial planning relationships with clients at a lower cost. "Clients are relying on advisors to have peace of mind and holistic guidance in addition to portfolio plans now more than ever," said Tony Leal, President of Envestnet | MoneyGuide. "For consul...
Visa | March 05, 2020
Clinc, a Michigan-based conversational artificial intelligence (AI) company, has partnered with Visa to deliver voice capabilities to the payment giant’s banking customers. The firm will serve the banks, credit unions and financial institutions which use Visa’s application programme interfaces (APIs) with voice-powered capabilities such as fund transfers, bill payments and opening a new credit card. The Michigan-based firm, which launched its first product in 2016, also works with bi...
Core Banking
NBT Bank | June 16, 2022
NBT Bank and CEI-Boulos Capital Management announce the launch of the NBT CEI-Boulos Impact Fund, a $10 million real estate equity investment fund with NBT Bank as the sole investor. The fund is designed to support individuals and communities with low- and moderate income through investments in high-impact, community supported, commercial real estate projects located within the bank's Community Reinvestment Act (CRA) assessment areas in New York. As a com...
Payments
Tassat | November 01, 2021
Tassat Group Inc, today announced the release of the next generation of its TassatPay™ platform which enables banks to issue cash-backed stablecoins known as DigitalDollars™ as well as a real-time bank payment network. The Tassat platform enables US banks to deliver to their customers real-time secure payments 24/7/365 both within each bank and now across banks on the network. The TassatPay™ platform is currently the only blockchain-based real-time payment platfo...
Bitcoin and Crypto
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